Saltoro Capital’s Avantax, Inc. Common Stock AVTA Stock Holding History

Saltoro Capital’s Portfolio AVTA Stock Details AVTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-85,000	Closed	-$1.66M	–	86
2022 Q1	$1.66M	Buy	+85,000	New	+$1.54M	0.39%	31

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

HPC

Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Saltoro Capital's AVTA Position: Q2 2022 in Review

Saltoro Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2022, closing a stake of 85,000 shares — an estimated $1.66M sold.

Saltoro Capital first reported a position in AVTA in Q1 2022 and held it in 1 quarter. The position peaked at $1.66M in Q1 2022. 149 funds tracked by Wall St. Rank hold AVTA as of Q2 2022.

Saltoro Capital reported no remaining Avantax, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
Saltoro Capital sold 85,000 Avantax, Inc. Common Stock shares in Q2 2022, an estimated $1.66M.
Saltoro Capital first reported a position in Avantax, Inc. Common Stock in Q1 2022 and held it in 1 quarter.
Saltoro Capital's Avantax, Inc. Common Stock position peaked at $1.66M in Q1 2022.
149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2022.

Based on Saltoro Capital's 13F filing for Q2 2022, filed 12 Aug 2022.